Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,640
New
Increased
Reduced
Closed

Top Buys

1 +$672M
2 +$500M
3 +$422M
4
JNPR
Juniper Networks
JNPR
+$319M
5
ADP icon
Automatic Data Processing
ADP
+$281M

Top Sells

1 +$623M
2 +$354M
3 +$340M
4
DELL
DELL INC
DELL
+$314M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$307M

Sector Composition

1 Industrials 9.08%
2 Technology 8.34%
3 Energy 8.07%
4 Financials 7.86%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.81M ﹤0.01%
40,676
-2,900
2027
$3.81M ﹤0.01%
110,930
+8,266
2028
$3.8M ﹤0.01%
302,077
+225,664
2029
$3.8M ﹤0.01%
164,919
+11,197
2030
$3.8M ﹤0.01%
34,651
+41
2031
$3.8M ﹤0.01%
164,062
+2,874
2032
$3.79M ﹤0.01%
122,588
+19,756
2033
$3.79M ﹤0.01%
293,164
+45,790
2034
$3.79M ﹤0.01%
180,586
-435,408
2035
$3.78M ﹤0.01%
18,720
+11,905
2036
$3.76M ﹤0.01%
45,923
+1,984
2037
$3.76M ﹤0.01%
151,333
+34,733
2038
$3.76M ﹤0.01%
60,428
-8,879
2039
$3.75M ﹤0.01%
77,979
+4,511
2040
$3.75M ﹤0.01%
182,020
+14,793
2041
$3.75M ﹤0.01%
43,767
+5,128
2042
$3.74M ﹤0.01%
173,341
+11,279
2043
$3.74M ﹤0.01%
167,884
-60,895
2044
$3.74M ﹤0.01%
174,034
-98,911
2045
$3.74M ﹤0.01%
113,249
+17,799
2046
$3.73M ﹤0.01%
41,740
-27,247
2047
$3.73M ﹤0.01%
101,868
+24,573
2048
$3.73M ﹤0.01%
178,528
+83,171
2049
$3.72M ﹤0.01%
13,981
-11,519
2050
$3.71M ﹤0.01%
23,865
-81,261